Sponsor portfolio
CLUTE WEALTH MANAGEMENT, LLC
EIN 45-4167723financial servicesLatest filing 2025
Plans
1
Retirement
1
$3.3M assets
Welfare
0
Participants
9
152 TOM MILLER ROAD - PLATTSBURGH, NY 12901518-561-5707clutewealthmanagement.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLUTE WEALTH MANAGEMENT 401(K) PLAN | 401k | $3.3M | 9 | 2025 |
Retirement plans